EWA
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EP Wealth Advisors’s Lockheed Martin LMT Stock Holding History

EP Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Buy
36,580
+16,614
+83% +$8.98M 0.07% 190
2026
Q1 		$12.1M Sell
19,966
-839
-4% -$517K 0.06% 198
2025
Q4 		$10.1M Buy
+20,805
New +$9.96M 0.05% 201
2025
Q2 		$8.37M Buy
18,077
+184
+1% +$86.1K 0.06% 204
2025
Q1 		$7.99M Buy
17,893
+75
+0.4% +$34.5K 0.06% 170
2024
Q4 		$8.66M Buy
17,818
+2,184
+14% +$1.19M 0.07% 158
2024
Q3 		$9.14M Buy
15,634
+2,748
+21% +$1.48M 0.08% 154
2024
Q2 		$6.02M Buy
12,886
+1,191
+10% +$550K 0.06% 167
2024
Q1 		$5.32M Sell
11,695
-13
-0.1% -$5.7K 0.06% 166
2023
Q4 		$5.31M Sell
11,708
-396
-3% -$175K 0.07% 151
2023
Q3 		$4.95M Sell
12,104
-1,421
-11% -$630K 0.08% 148
2023
Q2 		$7.42M Sell
13,525
-11,930
-47% -$5.54M 0.11% 122
2023
Q1 		$8.74M Buy
25,455
+11,950
+88% +$5.6M 0.15% 100
2022
Q4 		$6.57M Buy
13,505
+1,743
+15% +$810K 0.12% 111
2022
Q3 		$4.54M Buy
11,762
+6,665
+131% +$2.78M 0.1% 119
2022
Q2 		$2.19M Buy
5,097
+34
+0.7% +$14.9K 0.05% 185
2022
Q1 		$2.23M Buy
5,063
+444
+10% +$180K 0.05% 193
2021
Q4 		$1.64M Buy
4,619
+121
+3% +$41.9K 0.04% 206
2021
Q3 		$1.55M Buy
4,498
+216
+5% +$78.2K 0.04% 192
2021
Q2 		$1.62M Buy
4,282
+319
+8% +$123K 0.04% 199
2021
Q1 		$1.46M Buy
3,963
+314
+9% +$108K 0.05% 197
2020
Q4 		$1.29M Buy
3,649
+295
+9% +$108K 0.05% 167
2020
Q3 		$1.29M Sell
3,354
-618
-16% -$236K 0.06% 146
2020
Q2 		$1.45M Buy
3,972
+67
+2% +$25.3K 0.06% 142
2020
Q1 		$1.32M Sell
3,905
-173
-4% -$68K 0.06% 141
2019
Q4 		$1.59M Buy
4,078
+1,955
+92% +$750K 0.07% 146
2019
Q3 		$828K Buy
2,123
+45
+2% +$16.9K 0.04% 180
2019
Q2 		$755K Buy
2,078
+543
+35% +$182K 0.05% 161
2019
Q1 		$461K Sell
1,535
-184
-11% -$54K 0.04% 175
2018
Q4 		$450K Sell
1,719
-167
-9% -$50.7K 0.03% 181
2018
Q3 		$652K Buy
1,886
+137
+8% +$44.2K 0.05% 157
2018
Q2 		$517K Buy
1,749
+34
+2% +$11K 0.05% 114
2018
Q1 		$579K Buy
1,715
+13
+0.8% +$4.42K 0.06% 115
2017
Q4 		$546K Sell
1,702
-115
-6% -$36.3K 0.06% 106
2017
Q3 		$564K Sell
1,817
-21
-1% -$6.27K 0.07% 101
2017
Q2 		$510K Buy
1,838
+273
+17% +$75K 0.06% 105
2017
Q1 		$419K Sell
1,565
-9
-0.6% -$2.36K 0.06% 96
2016
Q4 		$393K Sell
1,574
-739
-32% -$185K 0.06% 93
2016
Q3 		$555K Buy
2,313
+757
+49% +$189K 0.09% 77
2016
Q2 		$386K Buy
1,556
+200
+15% +$47.2K 0.06% 90
2016
Q1 		$300K Hold
1,356
– – 0.05% 106
2015
Q4 		$294K Buy
1,356
+25
+2% +$5.42K 0.05% 120
2015
Q3 		$276K Hold
1,331
– – 0.05% 112
2015
Q2 		$247K Buy
1,331
+35
+3% +$6.74K 0.05% 104
2015
Q1 		$263K Sell
1,296
-22
-2% -$4.34K 0.05% 109
2014
Q4 		$254K Buy
1,318
+22
+2% +$4.08K 0.04% 116
2014
Q3 		$237K Hold
1,296
– – 0.04% 102
2014
Q2 		$208K Sell
1,296
-232
-15% -$37.7K 0.05% 111
2014
Q1 		$249K Buy
+1,528
New +$240K 0.07% 94

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

EP Wealth Advisors's LMT Position: Q2 2026 in Review

EP Wealth Advisors increased its Lockheed Martin (LMT) stake by 83% in Q2 2026, buying an estimated $8.98M and bringing the position to 36,580 shares worth $18.6M. The position accounts for 0.07% of the portfolio, ranked #190.

EP Wealth Advisors first reported a position in LMT in Q1 2014 and has held it in 49 quarters since. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • EP Wealth Advisors held 36,580 shares of Lockheed Martin worth $18.6M as of Q2 2026.
  • EP Wealth Advisors bought 16,614 Lockheed Martin shares in Q2 2026, an estimated $8.98M.
  • Lockheed Martin made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • EP Wealth Advisors first reported a position in Lockheed Martin in Q1 2014 and has held it in 49 quarters since.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.